Lockwood Trust

Hana Lockwood · Mass Affluent · $286K · Vanguard

Off TrackHigh riskAdvisor: Diana Volkov · Ops: Lena Park

Experience score

48/100

90-Day EngagementDay 88 / target 60 · overdue

Journey type

Transfer + Planning

Next milestone

Advance to 6-Month Review

Due

2026-04-14

Marketing sequence

Welcome — HNW Transfer

Started

2025-12-11

Notes

Advance to 6-Month Review blocked — see exceptions. Advisor outreach overdue 28d.

Calendar & work orchestration

Tier C

At-Risk1Y

Service expectation: Digital cadence + advisor touch on milestone events

Next best actionOperationsLow

Update CRM with meeting outcome

Log notes and next steps in CRM. (Lockwood Trust) · due 2026-05-29 · owner Diana Volkov

Upcoming events (1)

10:30 AM

45m

White-Glove Touch · Lockwood TrustServiceHighTier C

White-Glove Touch·Diana Volkov·prep needed

At-Risk

Recent completed

2026-05-06 · Funding Follow-Up · Canceled

Open work (1)

+17d

Reminder

Update CRM with meeting outcomeOperationsLowTier C

Log notes and next steps in CRM. (Lockwood Trust)

At-Risk

Milestones

Signed2025-12-13
KYC completed2025-12-19
Accounts opened2025-12-20
Transfer initiated2025-12-21
Funded2025-12-31
Welcome call2025-12-29
First plan delivered2026-01-08
30-day review2026-01-09
6-month review
12-month review

Recent touchpoints

Overdue · 2

Quarterly review prep
email · Ops · goal: Send agenda + portfolio snapshot
Hybrid2026-02-13
90-day review meeting
meeting · Advisor · goal: Confirm planning progress
Manual2026-02-13

Scheduled · 2

Nurture — life events
content drip · Marketing · goal: Keep household engaged
Automated2026-02-10
6-month review meeting
meeting · Advisor · goal: Re-confirm goals + plan delta
Manual2026-02-25

Completed · 8

Welcome email
email · Marketing · goal: Set expectations for first 30 days
AutomatedDone 2025-11-21
Advisor welcome call
advisor call · Advisor · goal: Build rapport, confirm goals
ManualDone 2025-11-23
Kickoff ops task
ops task · Ops · goal: Open kickoff checklist
HybridDone 2025-12-07
KYC document request
email · Ops · goal: Collect KYC and trusted contact
AutomatedDone 2025-12-21
Transfer status update
email · Ops · goal: Communicate ACAT status
HybridDone 2026-01-07
Funding nudge SMS
SMS · Ops · goal: Prompt funding action
AutomatedDone 2026-01-03
Allocation complete email
email · Advisor · goal: Confirm trade-to-target
HybridDone 2026-01-20
Welcome call
advisor call · Advisor · goal: Walk through portal
ManualDone 2026-01-20

Household journey brief

Synthesize the journey, surface risks, and draft the next advisor touch.